Nintendo quarterly sales update (To September 30th 2021) Switch 92.87m

[The_Liquid_Laser]

"For Nintendo Switch hardware, we reduced our forecast by 1.50 million units to
24.00 million units. Our shipment forecast for the second half was reduced
because of the change in our production plan due to the effects of the global
semiconductor shortage."

That is disappointing.  We all knew the chip shortage was a factor though.  I was hoping it was less of a factor than this.  This news is not shocking, but it is disappointing.  Looks like that report that said Nintendo's forecast is down was partially right.  It is down to 24m, but it's adjusted from an original 25.5m and not 30m.

Checking the numbers, that means Nintendo expects the next two quarters to be approximately flat YoY.  However, that also means they will definitely be down for the whole year (both fiscal year and calendar year).  Last year really was Switch's peak year.

On the software side, Animal Crossing looks to be the 2nd best evergreen title for this FY, but Mario Kart is leaving it in the dust.  Animal Crossing is going to have some impressive lifetime sales when all is said and done, but Mario Kart 8 will have to be put into a category all on its own.  RFA is the third best selling evergreen this FY, so I expect it to keep steadily climbing up the top 10.  Just give it time.  

Super Mario Party still has better legs than I'd expect so far, but I think the new Mario Party game is going to eat into it's future sales.